Stacey Mitchell

Stacey Mitchell Email and Phone Number

Business Development/ Partnership/ Relationship Manager ★ Superannuation and Insurance ★ Financial Services and Advice ★ Coaching and Development ★ Compliance @ CareSuper
melbourne, victoria, australia
Stacey Mitchell's Location
Greater Melbourne Area, Australia
Stacey Mitchell's Contact Details

Stacey Mitchell work email

Stacey Mitchell personal email

n/a
About Stacey Mitchell

I'm passionate about the superannuation, insurance and financial services industry. My natural communication skills have seen me establish and maintain successful and trusted relationships with advisers, practices, and stakeholders at all levels, resulting in an extensive professional and collaborative network. My care and commitment is genuine and I take pride in delivering exceptional experiences and results.My coaching and leadership skills have enabled me to partner with financial services professionals to transform their advice delivery and business processes. I have strong technical financial services knowledge and an extensive compliance background.

Stacey Mitchell's Current Company Details
CareSuper

Caresuper

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Business Development/ Partnership/ Relationship Manager ★ Superannuation and Insurance ★ Financial Services and Advice ★ Coaching and Development ★ Compliance
melbourne, victoria, australia
Website:
caresuper.com.au
Employees:
132
Stacey Mitchell Work Experience Details
  • Caresuper
    Business Development Manager
    Caresuper Oct 2022 - Present
    Partnering with financial advisers to deliver outstanding service and excellent outcomes to their clients / our members, ultimately resulting in more Australians successfully achieving their retirement goals.
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  • Amp
    Partnership Manager
    Amp Nov 2017 - Aug 2021
    Melbourne, Australia
    As the primary interface between AMP and its adviser network, responsible for developing and maintaining excellent professional relationships; building profitable and sustainable businesses; coaching advisers to deliver excellent advice; and business strategies and solutions.
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  • Amp
    Planner Advice Coach (Amp Horizons)
    Amp Mar 2014 - Nov 2017
    Melbourne, Australia
    Led and coached newly qualified financial advisers in the Horizons program develop their skillset in in the advice process, enabling them to deliver professional and compliant financial advice. Ensured adviser supervision requirements were adhered to and advisers’ advice met regulatory and licensee advice standards.
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  • Amp
    Quality Assurance (Compliance) Manager
    Amp Sep 2007 - Mar 2014
    Melbourne, Australia
    Implemented and delivered the AMP Quality Review Program, including the assessment of advice standards applied by advisers, provided coaching and development solutions, identified advice, compliance and business risk, developed risk management frameworks, and implemented compliance initiatives.
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  • Zurich Financial Services Australia
    Compliance Officer
    Zurich Financial Services Australia Apr 2007 - Aug 2007
    Melbourne, Australia
    Implemented the Zurich compliance program for subsidiary Financial Lifestyle Solutions. Developed and actioned licensee compliance plan, conducted adviser audits and review of licensee documents, and monitored and updated policies and procedures, including complaints and breaches.
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  • Adviser Solutions
    Associate Consultant
    Adviser Solutions May 2004 - Apr 2007
    Perth And Melbourne, Australia
    Partnered with boutique AFS licensees as an external compliance service provider, providing AFS licence applications and variations, compliance policies and procedures, templates, compliance management tools, facilitating compliance meetings, and conducting advice audits.

Stacey Mitchell Education Details

Frequently Asked Questions about Stacey Mitchell

What company does Stacey Mitchell work for?

Stacey Mitchell works for Caresuper

What is Stacey Mitchell's role at the current company?

Stacey Mitchell's current role is Business Development/ Partnership/ Relationship Manager ★ Superannuation and Insurance ★ Financial Services and Advice ★ Coaching and Development ★ Compliance.

What is Stacey Mitchell's email address?

Stacey Mitchell's email address is st****@****.com.au

What schools did Stacey Mitchell attend?

Stacey Mitchell attended Kaplan Professional, Murdoch University, Financial Services Institute Of Australasia, Tafe Nsw, Kaplan Professional, Financial Review Professional Education, Kaplan Professional, Kaplan Professional.

Who are Stacey Mitchell's colleagues?

Stacey Mitchell's colleagues are Natalie Gaughan Ca Cta, Rachel Hodgetts, Anna Nguyen, Cindy Ponder-Budd, Makiko Cooper, Antonella Pitchford, Rohan Lindsay Pinda.

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